There has been a fair amount of buzz in the days after Prince's death about his estate plan, whether he has a Will, whether he did or did not do any planning.
If you have a 401(k) plan and are trying to increase participation, you are aware of this frustrating trend
You probably know when you can withdraw/rollover money from your 401(k) plan (generally when you leave employment, turn 59.5, or retire).
Each year, at this time, we remind our clients of the importance of keeping their estate plan up to date. Estate planning goals change over time for many reasons.
The IRS has announced the 2014 inflation adjustments to various Internal Revenue Code provisions.
This week (October 20 – October 26) is Estate Planning Awareness Week.
The Internal Revenue Service has issued guidance which allows estates of individuals who died during the first six months of 2011 to extend the deadline to make a port2010ability election.
New Year's resolutions typically center around improving physical, emotional and financial well-being.
The Economic Stimulus Act of 2008 and Current Estate and Gift Tax Exemptions